Pantheon Macroeconomics

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Pantheon Publications

Below is a list of our Publications for the last 5 months. If you are looking for reports older than 6 months please email info@pantheonmacro.com, or contact your account rep.

Please use the filters on the right to search for a specific date or topic.

Datanotes Kelvin Lam (Senior China+ Economist)

PM Datanote: Manufacturing PMI ,Korea, October

In one line: Renewed weakness in Korean manufacturing sector in October; Trade/ investment deal eases outlook risks 

PM Datanote: Exports, Korea, October

In one line: Semiconductors and South America shipments drive Korea’s WDA export rebound.

China+ Datanote: Exports, Korea, November

In one line: Korea’s resilient November exports powered by robust semiconductor demand

China+ Datanote: Official Non-Mfg PMI, China, November

In one line: China’s official non-manufacturing PMI dips below 50 for the first time since Covid reopening

China+ Datanote: Official Mfg PMI, China, November

In one line: China’s NBS manufacturing PMI shows mild improvement, but core industries cherished by policymakers weakens in November.

China+ Datanote: BoJ Decision, Japan, October

In one line: BoJ stands pat amid trade uncertainty and wage caution as Takaichi takes helm

China+ Datanote: BoK Decision, Korea, October

In one line: Bank of Korea hold rates in October as Seoul housing surges

Global Datanote: Exports, Korea, September, 2025

In one line: Korea’s headline export surge masks WDA slump; Strong chip demand still underpins outlook.

China+ Datanote: Foreign Reserves, China, September

In one line: China’s FX reserves edge higher, supported by portfolio inflows and persistently strong trade surplus.

China+ Datanote: Exports, Korea, September

In one line: Korea’s headline export surge masks WDA slump; Strong chip demand still underpins outlook.

China+ Datanote: Tankan Survey, Japan, Q3

In one line: Fimer Tankan readings pave way for BoJ policy normalisation in October.

China+ Datanote: Manufacturing PMI ,Korea, September

In one line: Korean manufacturing activity surged in September on stronger orders and output.

China+ Datanote: Industrial Profits, China, August

In one line: China’s industrial profit rebound lacks breadth, with only seven industries show accelerating positive gains.

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Keywords for: Publications

independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence